Post-Acquisition Technical Integration

Structured assessment and optimization of the technology function in the first 90 days after closing a software acquisition.

Who this is for

• PE firms and holding companies without deep technical bench strength on the operations side
• Acquisition entrepreneurs who just closed their first software deal
• Portfolio operations teams managing multiple software assets

90-day framework

Decisions made in the first 90 days set the trajectory for the hold period. This is a structured program, not advisory from the sidelines.

Days 1-30: Assessment & quick wins

• Infrastructure cost audit (cloud spend, licensing, SaaS)
• Team assessment: critical talent, skill gaps, key-person risk
• Technical debt inventory with business-impact scoring
• Security and compliance posture evaluation
• Immediate cost savings identification

Days 30-60: Optimization plan

• Value creation roadmap with sequencing and cost estimates
• Delivery process improvements
• Infrastructure rationalization plan
• Team structure recommendations

Days 60-90+: Execution

• Program leadership driving the optimization plan
• Cross-functional coordination between acquired team and holding company
• Change management with the existing team
• Transition to internal ownership

Engagement format

3-6 months. Starts intensive (assessment and quick wins), transitions to program leadership, then lighter advisory as the internal team takes ownership.